Information Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field
ID
The unique ID assigned to each invoice item ID. This ID can automatically be assigned by the computer or you can create your own using alpha and/or numeric characters.
R R R R R
Type of Invoice Item
(Inventory, Service, Group, Pick, Dispensing)
Categorizes the invoice items and controls which fields are now available for
setup and modification. Selection Required (Choose One)
Hospital
description How do you want to look up this item and
have it listed in medical history? R R R R R
Client description
How do you want this item to appear on an invoice, estimate, or reminder card?
If you leave the client description blank, it will automatically use the hospital description.
O O O O O
Classification - Primary
Used for invoice item searching, reporting selection, travel sheet management, creating pick lists, mass markup selection for mass price/tax/discount/dispensing changes, General Ledger manual extract, and staff commission exceptions.
R R R R R
Classification - Subclass
Used for invoice item searching, reporting selection, travel sheet management, creating pick lists, mass markup selection for mass price/tax/discount/dispensing changes, and staff commission exceptions.
O O O O O
Default revenue center
Used during invoicing. If the invoice item doesn’t have a default revenue center assigned, then Cornerstone* looks at the invoice item’s classification revenue center. If nothing is assigned there, then Cornerstone looks at the staff on the invoicing line. Revenue centers for invoice lines can be changed at the time of invoicing. Revenue centers are used in reports such as the monthly report Serv. and Inv. Sales by Revenue Center – Class Desc.
O O O O O
Sell barcode If you have a bar code scanner, list the barcode for the buy and/or sell unit of
measure. O O O O NA
Status (Active or Inactive)
Mark an invoice item as inactive only when you have discontinued use of the item and do not want it to display on lookup lists related to invoicing.
R R R R R
Miscellaneous item
Select this check box only if you want your staff to have the ability to overwrite the description while invoicing.
Recommendation: Do not use for inventory items.
O O O O O
Appendix
Information Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field Controlled
substance Select this check box to track the item on
the Controlled Substance Report. O NA NA NA NA X
Hazardous/
MSDS
Select the Hazardous check box if the product is considered hazardous. If you select Hazardous, select MSDS if your practice has the product’s Materials Safety Data Sheet required by law.
O NA NA NA NA X
Unit of measure
Select the selling unit of measure from the drop-down list. If you don’t want to use a unit of measure, then select [None]. If this item is marked to maintain QOH, the UOM should be the lowest unit administered or dispensed. If the UOM is not on the list of options, close out of the window, and select Controls > Units of Measure to set it up.
R NA NA NA NA X
Minimum price
Type the minimum price to charge the client. This price displays on the invoice until the invoice item’s (quantity x price) + dispensing fee equals the base price located in the Amount field to the right.
Then the item is priced as usual.
O O NA NA NA
Dispensing fee Included in the price of the item when the item is invoiced. O NA NA NA O Override the
inventory price and apply only the dispensing item fee
When the type of invoice item is Dispensing, select this check box to override the inventory price and use only
the dispensing item fee. NA NA NA NA O
Omit
dispensing fee for multiple patients
Select this check box to charge the
dispensing fee only once per invoice. O NA NA NA NA X
Dispensing
Click this button to open the Dispensing Information window, where you can select an invoice item that is linked to another inventory invoice item record.
Allows you to add an additional amount or percentage of price to an item. Item price and dispensing item price are combined as one on invoice to display only one item price. Note: When a dispensing fee is selected, the button displays Dispensing…
Select the Allow All check box to allow staff to click Show All, which allows them to see all dispensing fees for selection when entering charges.
O NA NA NA NA X
Estimate markup
Type the percentage used to estimate the high price range on estimates for this
item. O O NA NA NA
Appendix
Information Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field
Auto calculate price
If the vendor has increased your cost, the item will be marked up appropriately when the order is received. (The item will never be marked down.) If you have selected this option, specify to calculate by Percentage, or Dollar Amount. If an amount does not calculate evenly, select the amount to Round To.
O NA NA NA NA X
Base
Type the price to charge the client in the Amount field based on the quantity listed in the Qty field to the left.
Calculation: Cost x Markup + Cost = Selling Price
Example: A can of food is sold for $2.00 each, but, if the client buys a case of 12 cans, they are charged $1.85 per can for the case. In the Base Amount field, the price would be $2.00; the next line would list 12.00 in the Qty field with $1.85 in the Amount field. If the client buys 13 cans, the client would still be charged $1.85 per can.
Always allows the price to be overwritten.
Never does not allow the price to be overwritten unless the user has administrator security privileges.
Only increases allows the price to be increased, never decreased.
Administrators are not limited by this price change reason.
Only with reason allows the price to be changed, but a reason must be entered for the change. To use this option, you must create a list of price change reasons. When a price is changed the reason will print on the Standard Fee Exception Report, along with the staff who changed the price. (Recommended) Require change always forces the price to be changed. This safeguard is used in cases where the price fluctuates and ensures that the correct price is charged.
The item price must be set to zero.
R R NA NA NA
Appendix
Instructions Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field
Departing instructions
Prints at the end of the invoice. Press F2 or double-click in the ID field to select an instruction. This instruction displays when creating the invoice, but it can be changed on an individual basis.
O O NA NA O
Prescription instruction
Prints at the end of the invoice. Press F2 or double-click in the box to select
the instruction. O O NA NA NA
Pharmacy link information
Available with purchase of the Veterinary Pharmacy Reference® module. This is used to link the invoice item with the generic drug name in the module. The result is the ability to calculate dosages and receive interaction information.
O NA NA NA NA X
Reminders Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive
To set up an invoice item to generate a reminder postcard or a call back and to satisfy letter reminders, use
the Reminders tab. O O NA NA NA
Tax/Disc Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive
If this is a taxable item, highlight the appropriate sales and usage taxes. If discounts apply to this invoice item, select all discounts that apply. When this invoice item is used, the sales taxes, usage tax, and discounts are automatically applied if the client is set up to accept tax or a particular discount. Tax and discounts can be changed at the time of invoicing.
Do not select Not Taxable.
O O NA NA O
Appendix
Inventory Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field From and To If the item is seasonal, change the
months for which the information is valid and enter the Reorder Pt, Reorder Qty, and Overstock Qty for each period. If the item is not seasonal, type the information for the January to December period.
O NA NA NA NA
Reorder Pt. The number of doses at which the
reorder should be placed. O NA NA NA NA
Reorder Qty. How many units should be reordered. O NA NA NA NA
Overstock Qty. The number of units in inventory after which additional units would be considered overstock. This is the maximum number of units you want to have in the practice.
O NA NA NA NA
Vaccine Tab R=Required Field; O=Optional Field; NA=Not Applicable
Issue vaccination tag
Vaccine tags to encompass all types of vaccinations, including rabies and large animal vaccines (e.g., Brucellosis vaccinations).
O NA NA NA NA X
Rabies tag Select this check box if this vaccine is for
a rabies tag. O NA NA NA NA X
Producer/Mfg: The producer/manufacturer for the vaccine. This ties the information directly
to the product being administered. O NA NA NA NA X
Brand The brand of vaccine. This ties the information directly to the product being
administered. O NA NA NA NA X
Type Select the type of vaccine: Killed, MLV (modified live virus), Recombinant, Other,
or <None>. O NA NA NA NA X
Administration
by species You can now set up the most frequently used Manner of Administration/Years
combinations for each species. O NA NA NA NA X
Manage List Click this button to open the Manner of Administration/Years window, where you can add, delete, and manage the combinations of administration/years.
O NA NA NA NA X
Available lot numbers and expiration dates
You can create a list of available lot numbers/expiration dates that will be available to select when creating the vaccine tag.
O NA NA NA NA X
Appendix
Link Items Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field Link items The Link Items tab helps you to maintain
quantity on hand for inventory items that are associated with a service item or another inventory item. Linked items are removed from inventory totals as the result of a sale.
O O NA NA NA X
Special Actions Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field Special actions Use the drop-down lists to add any
special actions associated with this invoice item and indicate when to apply them. Selections include:
• Feeding Guide Software
• Image Request
• Lab Request
• Mark as Deceased
• Prescription Label
• Print Document
• Sex Modification
• Update Microchip ID
• Update Vital Signs
• Vaccine Tag
O O NA NA NA
Travel Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field Travel sheets
to appear on Highlight travel sheets on which you want this invoice item to appear. This can also be accomplished through Lists >
Travel Sheets.
O O O O NA
Whiteboard Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field Type The name of the Patient Order item field
as it appears in its associated column on
the Patient Orders window. O O NA NA NA
Value The default value to use for this field on
the Patient Orders window. O O NA NA NA
Rules Icons in this column indicate the current
“change rules” set for this field. See the corresponding field explanations below for information on these icons.
O O NA NA NA
Appendix
Whiteboard Tab R=Required Field; O=Optional Field; NA=Not Applicable
Field Description/Explanation Inventory Service Group Pick Dispensing Inventory
Exclusive Field [Field type]
default Depending on the field type selected on the left, a drop-down list, text box or check box may display, allowing you to specify the default value for this Patient Orders item field. If you want to require staff to enter or select the value at the time the order item is added on the Patient Orders window, set the default value to <Blank>.
O O NA NA NA
Quantity The default value used on the Patient
Orders window. O O NA NA NA
When this default is changed on the Patient Orders window
Allows you to select one of the following
“change rules” to be followed when this field's value is changed on the Patient
Orders window. O O NA NA NA
• Also change the above default
When this field's value is changed on the Patient Orders window, Cornerstone will make the change value the new default value for this file (and automatically update the default value listed on the Whiteboard setup tab). For all fields except Quantity, this is the option that will be selected by default upon installing Cornerstone and when setting up a new invoice item.
When this field's value is changed on the Patient Orders window, Cornerstone will not make the changed value (it will leave the default value as it is listed on the Whiteboard setup tab). For the Quantity field, this is the option that will be selected by default upon installing Cornerstone 8.2 and when setting up a new invoice item.
O O NA NA NA
Editing
permissions Allows you to select one of the following rules to determine which staff are allowed to edit/overwrite the default value for this field on the Patient Orders window.
O O NA NA NA
• All staff may edit
All staff with Patient Orders permissions are allowed to edit/overwrite the default value for this field on the Patient Orders window, regardless of whether they have been granted Whiteboard Orders Override security permissions. This is the option that will be selected by default upon installing Cornerstone and when setting up a new invoice item.
O O NA NA NA
• Only staff with security permissions may edit
Only those staff members with Whiteboard Orders Override security permissions in Cornerstone are allowed to edit/override the default value for this field on the Patient Orders window.
O O NA NA NA
If a field's default value is set to <Blank> on the Whiteboard setup tab and therefore appears blank on the Patient Orders window, all staff with Patient Orders permissions are allowed to enter or select a value for this field,Appendix
Appendix